Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,583 | $92,743+80.7% | $82,744+102.5% | $134,532+24.6% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -18.62% | 946.63%-965.2pp | 702.22%-720.8pp | 418.27%-436.9pp |
| Employer contribution / active EE | $5,501 | $3,273+68.1% | $3,008+82.9% | $4,741+16.0% |
| Participant deferral / active EE | $7,383 | $4,802+53.8% | $4,395+68.0% | $6,401+15.3% |
| Admin fee / account holder | $0 | $5,977-100.0% | $5,325-100.0% | $11,429-100.0% |